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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,097 | $43,749-60.9% | $158,223-89.2% | $65,306-73.8% |
| Participation rate | 43.2% | 56.9%-13.7pp | 79.2%-36.0pp | 57.7%-14.5pp |
| Annual return | 13.54% | 19.41%-5.9pp | 52.09%-38.5pp | 21.94%-8.4pp |
| Employer contribution / active EE | $224 | $1,497-85.0% | $4,109-94.5% | $1,967-88.6% |
| Participant deferral / active EE | $791 | $2,019-60.8% | $5,467-85.5% | $2,959-73.3% |
| Admin fee / account holder | $1,136 | $1,930-41.2% | $16,047-92.9% | $3,480-67.4% |